Bernstein Private Wealth Management Tel Aviv
Looking for a family office in Israel?
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What Sets Us Apart
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Global Families
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Entrepreneurs
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Corporate Executives
Local when it matters, global when it counts
Looking for a financial advisor in Israel? Bernstein Private Wealth Management serves as confidants to some of Israel’s most astute investors, helping them solve complex challenges—ones that extend well beyond managing their wealth.
What sets us apart from other family offices in Israel? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.
Comprehensive solutions for cross-border wealth
Managing wealth across borders can be a daunting task, which is why we offer a comprehensive suite of solutions designed to simplify the process. Bernstein financial advisors in Israel partner with dedicated in-house specialists to deliver highly customized investment advice and portfolio strategies for international family offices, foreign citizens residing in the US, and US beneficiaries of foreign trusts. Working alongside their legal and tax advisors, we help cross-border families tackle the complexities of mix citizenship marriages, offshore trusts, and minimizing potential US income, gift, and estate taxes.
Define your success
Many founders and entrepreneurs count on Bernstein Private Wealth Management’s Tel Aviv office for support. Whether you’re raising capital or eyeing the exit, we understand that your financial goals are intertwined with your personal values and aspirations. That’s why we’re here to help you achieve both.
We rank among Israel’s premier family offices, exploring fundamental questions like “What matters most to me?” and “How will I leave my mark on the world?” We'll help you explore economic trade-offs when planning for your future—and that of your top talent and staff. With dedicated resources for prominent members of the Israeli business community, we’re fully committed to your financial success.
Fine-tune your rewards
Many corporate professionals don’t have time to focus on all the components of their compensation packages. Those in the fast-paced tech sector tend to find it particularly difficult.
That’s why corporate executives looking for family offices in Israel frequently turn to us for sophisticated modeling and tax mitigation techniques—it helps take the guesswork out of compensation planning. We tailor 10b5-1 selling plans, hedging strategies, family wealth transfer solutions, and charitable giving strategies to your specific needs.
Family office services in Israel
Below is just a sample of our offerings:
- Global (multi-currency) investment management and advisory services
- Local (ILS-denominated) investment management and advisory services (through Phoenix Israel)
- Private banking/insurance (through Phoenix Israel)
- Consolidated reporting
- Risk management
- Lifetime spending
- Global family-wealth planning
- Financial guidance for Olim
- Business sales /IPOs
- Philanthropy
- Investment policy
- Spending policy
- Concentrated stock positions
A partner in Israel
As proud members of the Tel Aviv community, we feel a deep sense of responsibility to give back and make a positive impact. Many organizations have benefited from our active volunteer base, including Magen David Adom, NCSY Israel, and Hadassah Medical Center, just to name a few. Whether through time, talent, civic engagement, or donations, we believe that we can help build a stronger, more vibrant community for everyone.
Our commitment to Jewish philanthropy
Bernstein has a rich legacy in Jewish philanthropy. Inspired by the visionary leadership of our founder, Sanford C. Bernstein, we have long supported Jewish communities around the globe. Given our history, it’s no surprise that we’ve developed a distinct focus on faith-based and philanthropic individuals and institutions, part of an enduring tradition of transformative giving and impactful change. Learn more about our storied history, from our dedicated Foundation & Institutional Advisory Team to our expanding presence in Israel.
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Our Senior
Leadership Team
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Nam Maximus
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Nam Maximus
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Nam Maximus
Our Management
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Nam Maximus
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Nam Maximus
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Nam Maximus
Our Advisors and Strategists
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Curabitur Vestibulum Magna
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Curabitur Vestibulum Magna
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Curabitur Vestibulum Magna
Uncertain times, clear advice
Your investments are important to you—they’re your means of reaching your financial goals and achieving better outcomes in life. That’s why Bernstein Private Wealth Management’s Tel Aviv office is here to help you explore the opportunities and risks of the world’s capital markets and the innovations that shape them. We understand that in risk-on, risk-off environments, it’s tempting to overcorrect. Instead, we’ll help you overcome your emotions and keep your portfolio on track by lending some much-needed perspective.
Have you fortified your portfolio against unexpected challenges?
While capital markets and the economy are constantly evolving, that’s just one aspect of your wider wealth. For all of life’s important questions—whether you’re assessing your cash flow or philanthropic capacity, analyzing the sale of your business, or planning your legacy—our financial advisors in Israel can help. We serve as both a personal advisor and facilitator, creating a long-term financial strategy to ensure your wealth can withstand unexpected challenges.